
Shrey Khokhra
14 Jan 2026
5 min read
Structured User Judgment Will Be a $25 Billion Function

In 2026, AI‑native teams at companies like Canva and HeyGen ship new product iterations weekly or even daily, while many competitors still operate on quarterly cycles. This velocity gap is not closing. It is widening.
This is not a prediction about UX research trends. It is a structural claim about what happens when product velocity permanently exceeds understanding capacity.
To believe this, you need to accept two assumptions:
AI enables roughly 5–10x faster product development, creating proportionally more decisions that need validation.
Human context cannot be fully synthesized by models at the frontier of product decisions.
velocity creates understanding bottlenecks
The UX research software market is estimated at roughly a few hundred million dollars in 2024 and is projected by multiple research firms to grow to more than $1 billion by the early 2030s, with compound annual growth rates often in the low‑ to mid‑teens. These figures cover the tools layer: platforms, software licenses, and basic services.
They do not capture the full stack required for continuous user intelligence: infrastructure, participant networks, synthesis services, validation platforms, and the operations needed to run research continuously alongside development.
Product teams globally face an accelerating decision volume. In traditional quarterly planning cycles, a team might make around 20 major decisions per quarter: feature prioritization, design direction, messaging strategy, workflow changes, pricing experiments.
AI‑native teams operating on weekly or daily iteration cycles can easily make an estimated 100–200 such decisions per quarter. That is a 5–10x increase in decision density.
The structural problem looks like this:
Traditional cycle: ~20 decisions per quarter per team.
AI‑native cycle: ~100–200 decisions per quarter per team.
Result: 5–10x more decisions that should be validated with real users.
Yet industry experience suggests that today, fewer than 5 percent of product decisions are backed by structured user research. Not because teams do not care about users, but because traditional research runs on weekly or monthly timelines while decisions happen daily.
The consequence is simple. You ship features users do not want. You solve problems that do not really exist. You refine flows that were not the true bottleneck. Misalignment accumulates, and that accumulation compounds as iteration speed increases.
The teams pulling ahead in 2026 have responded by changing how they validate decisions. They treat research not as a phase before launch, but as continuous infrastructure.
research becomes infrastructure when speed matches decisions
Traditional research cannot operate at product velocity because its operational overhead is sequential:
Source participants (2–3 days).
Schedule sessions (3–5 days).
Conduct interviews (5–7 days).
Synthesize findings (3–5 days).
Total: typically 2–3 weeks.
AI‑moderated platforms compress this dramatically:
Automated or integrated recruitment into sessions.
AI‑moderated interviews that can run in parallel.
Automated synthesis across large volumes of qualitative data.
Total: often 24–48 hours from question to insight.
This is not a small optimization. It is a structural inversion.
Once research can complete in under two days instead of two to three weeks, it stops functioning as a blocking gate and starts functioning as always‑on infrastructure. Teams stop asking “should we run research on this?” and start defaulting to “we already have or can quickly get research on this, so we can build with confidence.”
continuous validation creates compounding advantages
Some teams have already made this transition. One AI‑native design organization working with Userology completed 225 research sessions out of 250 purchased over 12 months. A 90 percent utilization rate sends a clear signal: research is part of the development rhythm, not an occasional checkpoint.
High utilization emerges when research stops being the bottleneck and starts acting as a system:
30+ meaningful studies launched across a year.
7–8 sessions per study, tightly scoped to decision risk.
Activity spikes aligned with sprint cycles and key launches.
PMs and designers able to trigger AI‑moderated sessions without waiting weeks for human moderator bandwidth.
This creates three compounding effects.
First, learning accumulates.
Every AI‑moderated session becomes structured, searchable data rather than a one‑off conversation. When a PM asks “how do enterprise users approach our API documentation?” they can pull from existing sessions instead of starting over. Research stops resetting with each project. Userology is designed exactly for this: Nova, the AI research assistant, runs consistent sessions and auto‑synthesizes findings so they can be revisited and reused rather than getting lost in slide decks.
Second, iteration accelerates.
Prototype testing happens before engineering resources are committed. Messaging validation completes before launch. Concept testing reduces pivot risk during ideation. With an AI‑moderated platform like Userology, teams can run usability tests on live products, validate concepts, and run in‑depth interviews from the same infrastructure, with analysis generated automatically. The effective cost of being wrong falls because you catch misalignment earlier and more often.
Third, quality improves non‑linearly.
Product quality does not improve because the first decision was perfect. It improves because teams can correct course 5–10x more often. Ship, learn, and iterate in days instead of quarters. Over time, this produces a product that fits users in ways slower organizations cannot match.
Teams that operate this way do not simply move faster. They compound understanding while others are still trying to get their first set of sessions scheduled.
the economic convergence: research as infrastructure spend
Global enterprise software spending was estimated in the hundreds of billions of dollars in 2024, with business applications and development tools among the fastest‑growing categories. As product development accelerates, high‑velocity teams are already allocating a growing share of their budgets to continuous user validation rather than ad‑hoc projects.
Early adopter patterns and industry analysis suggest that, for AI‑native teams, research infrastructure can reasonably sit in the range of 3–5 percent of development budgets. If you apply that level to the portion of enterprise software spend that is tied to product development, you land in the low single‑digit billions of dollars today for continuous user intelligence platforms and supporting infrastructure.
But that is only the visible surface. The total addressable market for structured user judgment includes:
Platforms and infrastructure for AI‑moderated research.
Participant recruitment and incentives.
Specialized research services and expert oversight.
Integration and implementation work.
Training and ongoing methodology evolution.
Continuous synthesis and insight management.
Taken together, the market for continuous user intelligence and structured judgment infrastructure structurally points toward tens of billions of dollars over the coming years as adoption spreads beyond early AI‑native teams. A $25 billion function by 2030 is not a claim that existing revenue has already reached this level, but a conservative convergence point when you add up platforms, services, panels, and operations required to keep product decisions continuously grounded in user reality as development speeds up.
The key shift is this: the UX research tools market in the hundreds of millions is just the tools layer. The infrastructure and operations required to make structured user judgment a default part of every significant product decision represent a far larger function.
human judgment scales through structure, not headcount
Industry surveys of UX and product teams over 2023–2024 show consistent themes. Teams adopting AI in their research processes report:
Large gains in efficiency.
Shorter research cycles.
More research run with the same or smaller teams.
More time freed for strategic work instead of logistics.
AI‑moderated platforms handle the operational heavy lifting: onboarding participants, running interviews, asking follow‑up questions, tracking completion, and generating first‑pass analysis. What they do not do is decide which questions matter, which users to prioritize, how to frame trade‑offs, or how to interpret subtle contradictions in what users say versus what they do.
Senior researchers are not disappearing. Their work is being rebalanced:
Before: heavily weighted toward logistics and manual synthesis.
After: heavily weighted toward research design, methodology, synthesis across studies, and strategic alignment with product roadmaps.
The result is that human judgment scales. The same research team can govern 5–10x more studies because AI handles the mechanics. Structured insight flows across teams instead of being trapped in individual heads or isolated decks.
This is not judgment shrinking. It is judgment being amplified across more decisions, more often.
why demand grows as automation scales
Three forces work together.
Velocity multiplies decision points.
As iteration cycles compress, the number of consequential choices goes up. Every feature, copy change, workflow adjustment, and pricing tweak is a bet. More bets require more judgment.
Competition demands precision.
If everyone can ship faster, the advantage lies in shipping the right things. In recent years, a large share of enterprises that invested in continuous research and UX optimization reported both faster time‑to‑market and better customer satisfaction. Those benefits compound as practices mature.
Global complexity requires context.
Models trained on broad data miss the nuance of specific workflows, cultural contexts, and domain‑specific expectations. The moment a user hesitates, gets confused, or misinterprets a flow is where the most valuable signal lives. Capturing that signal requires human‑grounded observation, even if AI helps collect and structure it.
As more of this signal is captured and turned into structured judgment, total spending on understanding rises, even if the cost per unit of insight falls. Teams run more studies because the marginal benefit of better decisions outweighs the marginal cost of validation.
research infrastructure is already becoming non‑negotiable
Continuous research infrastructure is on the same curve that continuous integration, analytics, and design systems already followed. In the early days, they looked optional. Today, serious teams do not debate whether to version control their code or measure user behavior.
The same pattern is visible in research. A growing majority of UX and product teams use dedicated research platforms instead of relying solely on surveys, live calls, or raw analytics. Remote usability testing and AI‑assisted research tools have seen sharp adoption increases since 2023. In 2026, platforms like Userology are enabling teams to run AI‑moderated interviews, prototype tests, and live product usability sessions with turnaround times measured in days, not weeks.
For teams competing in fast‑moving markets, this is already table stakes.
If three conditions continue to hold:
Product development velocity keeps increasing.
Market competition keeps intensifying.
User expectations keep rising.
then research infrastructure becomes structural. Not optional. Not aspirational. Required.
we should stop calling it “user research”
When research happens continuously, integrated into every product decision, and backed by AI agents that run sessions at any hour, the phrase “user research” starts to feel too small.
What this describes is continuous user intelligence or structured judgment infrastructure.
The language matters because it reflects the function:
“User research” suggests a discrete activity you do before building.
“User intelligence” suggests an always‑on signal that shapes what you build, when you build it, and how you evolve it.
The value is no longer just in collecting data, but in expressing human expertise and judgment in structured, reusable form.
human understanding gets structured, not automated away
None of this requires extreme assumptions. It requires only two:
Product velocity will keep pushing up against the limits of how quickly humans can think and decide.
Human context will remain irreplaceable at the frontier of important product calls.
If those hold, then structured user judgment is not a temporary phase. It is a lasting input to product success.
Human understanding is observed in AI‑moderated sessions, structured by automated synthesis, and systematized in repositories that teams can query whenever they need to decide. That structure becomes the learning substrate for better products. Those products create new contexts and new questions that require even deeper understanding. The cycle accelerates.
Human judgment does not get automated away. It gets amplified through infrastructure that makes expertise available at the speed of product decisions.
The question is not whether this function emerges. It is whether your organization builds it before your competitors do.
Userology exists for exactly this moment: an AI‑moderated research platform that gives teams qualitative depth at the speed of modern development. It does not replace researchers. It gives their judgment leverage across every corner of the product.